Here are Wednesday's biggest analyst calls: Nvidia, Tesla, Cisco, Disney, Dell, Wingstop, Coinbase, Dutch Bros., & more
Written by Emily J. Thompson, Senior Investment Analyst
0mins
Should l Buy CSCO?
Source: Newsfilter
Wall Street Recommendations: Major financial institutions like Goldman Sachs, Citi, and Morgan Stanley have made several upgrades and reiterations on stocks including Disney, TotalEnergies, and Dell, citing strong growth potential and attractive valuations.
Sector Insights: Companies in various sectors such as healthcare, e-commerce, and gaming are receiving positive outlooks, with firms like Bank of America and Wells Fargo highlighting significant upside potential for stocks like Playtika and Wingstop due to their market positions and growth strategies.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy CSCO?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on CSCO
Wall Street analysts forecast CSCO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CSCO is 89.36 USD with a low forecast of 76.00 USD and a high forecast of 100.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
10 Buy
4 Hold
0 Sell
Moderate Buy
Current: 84.820
Low
76.00
Averages
89.36
High
100.00
Current: 84.820
Low
76.00
Averages
89.36
High
100.00
About CSCO
Cisco Systems, Inc. designs and sells a range of technologies that power the Internet. The Company is integrating its product portfolios across networking, security, collaboration, applications and cloud. The Company's segments include the Americas; Europe, Middle East, and Africa (EMEA), and Asia Pacific, Japan, and China (APJC). Its Networking product category represents its core networking technologies of switching, routing, wireless, fifth generation (5G), silicon, optics solutions and compute products. Its Security product category consists of its cloud and application security, industrial security, network security, and user and device security offerings. Its Collaboration product category consists of its meetings, collaboration devices, calling, contact center and platform as a service (CPaaS) offering. Its Observability product category consists of its full stack observability offerings.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
US Equity Futures Steady as Tech Stocks Rally Back
- Dow Jones Record Close: The Dow Jones Industrial Average set a new record above 50,000, reflecting a strong market recovery after last week's tech sell-off, which may encourage further capital inflows into equities.
- Tech Stock Rally: Technology shares led the charge on Monday, with the Nasdaq Composite rising 0.9%, continuing the momentum from last week’s rebound, indicating a restoration of investor optimism that could further drive market gains.
- Economic Data Focus: Investors are closely watching upcoming retail sales and jobs reports, which will provide critical signals about economic health, especially against the backdrop of recent softening in the labor market that could influence future investment decisions.
- Earnings Season Ahead: Companies like Coca-Cola and Cisco are set to report quarterly earnings, and the market's reaction to these reports will be crucial in shaping stock movements, particularly given the current uncertainty surrounding economic data and corporate profitability expectations.
See More
Software Sector Earnings Reports May Trigger Bounce
- Market Bounce Opportunity: Investor Jay Woods highlights that three earnings reports from the software sector this week could trigger a bounce in the beaten-down market, particularly noting that results from Applovin, Datadog, and Unity Software may serve as positive catalysts.
- ETF Performance Decline: The iShares Expanded Tech-Software Sector ETF (IGV) has experienced a nearly 30% drop from its all-time high late last year, driven by fears of AI disruption, even as the broader bull market continues to thrive.
- Support Level Analysis: Woods indicates that the IGV has major support between $80 and $77, suggesting that a drop below this range would present a significant buying opportunity, reflecting ongoing market confidence in the ETF's long-term prospects.
- Other Earnings Focus: In addition to software companies, Cisco is set to report earnings on Wednesday, with Woods suggesting that a breakout above $85 could signal a new upward trend, attracting more traders to engage with the stock.
See More
Markets Rebound with Strong Tech Stock Performance
- Market Performance Rebound: The S&P 500 rose approximately 0.5%, the Nasdaq increased by 1%, and the Dow Jones Industrial Average held above 50,000, indicating a positive market sentiment and a recovery in investor confidence.
- Strong Tech Stock Recovery: The portfolio's Magnificent Seven stocks, including Alphabet, Microsoft, Nvidia, and Meta, rebounded after recent declines, suggesting renewed confidence in the tech sector that could drive future investment inflows.
- Rising Capital Expenditure Expectations: Bank of America's updated capex tracker revealed a 14% quarter-over-quarter and 66% year-over-year increase in global hyperscale capex to $148 billion in Q4, exceeding expectations by $7 billion, reflecting optimism for future investments.
- Upcoming Earnings Reports: On Semiconductor and Vornado Realty Trust are set to release earnings after the bell, with the market closely watching these reports to assess industry health, while several companies, including Coca-Cola and Spotify, will report before Tuesday's open, further influencing market sentiment.
See More
High-Volume Earnings Reports This Week from Tech and Consumer Sectors
- Earnings Schedule: This week features a high volume of earnings reports from technology, consumer discretionary, and energy sectors, with RIVN stock showing notable movement ahead of its earnings release, indicating investor sentiment.
- Monday.com and Pagaya Reports: On Monday, work management SaaS provider Monday.com and fintech company Pagaya released their earnings before the market opened, with expectations that their results will reflect broader industry trends.
- Coinbase Earnings Expectations: On Thursday, Coinbase is expected to report earnings of 68 cents per share and quarterly revenue of $1.86 billion, despite facing a projected 33% drop in transaction revenue, raising investor interest in its growing stablecoin and subscription services.
- Nebius Group Forecast: Also on Thursday, Nebius Group is projected to report a loss of $1.14 per share and revenue of $246.05 million, with analysts expressing caution, reflecting concerns over cloud service demand in the current market environment.
See More
Intel CEO Discusses Future Growth and Tech Investments
- Surging Market Demand: Intel's server CPU demand is skyrocketing due to the proliferation of AI applications, and although management anticipates a sequential decline in shipments for Q1 due to undersupply, new supply is expected to come online by the end of Q1, driving rapid growth in the data center business.
- Price Increase Strategy: Intel plans to raise server CPU prices by 10% for Chinese customers, which will not only boost revenue but also reflect the company's pricing power and competitiveness, especially against the backdrop of surging AI demand.
- Capacity Improvement and Customer Confidence: By recruiting external suppliers to assist with production, Intel has improved yields by 7% to 8% monthly on its 18A node, enhancing customer confidence in its foundry services and likely attracting more clients for collaboration.
- Ongoing Technology Investments: Despite cost-cutting measures, Intel continues to invest in GPUs and new materials, particularly glass substrates and potentially diamond materials, indicating the company's commitment to innovation while still prioritizing the traditional CPU market's demands.
See More
Intel CEO Discusses Future Growth Opportunities
- Surging Market Demand: Intel's server CPU demand is skyrocketing as AI applications shift from model training to executing everyday tasks, with CEO Tan noting that customer demand is outpacing production capacity, leading to expectations of higher sales volumes and prices in 2026.
- Price Increase Strategy: Intel plans to raise server CPU prices by 10% for Chinese customers, which will help boost revenue in its Data Center and AI (DCAI) segment, despite generating only $16.9 billion in 2025, significantly lower than the $26.1 billion peak in 2020.
- Capacity Improvement Plans: Tan revealed that Intel is improving yields for its 18A node by recruiting outside suppliers, with current yields increasing by 7% to 8% per month, which will enhance customer confidence in Intel's foundry services and attract more external clients.
- Future Technology Investments: Despite streamlining operations through layoffs, Tan committed to ongoing investments in GPUs and novel materials, including glass substrates and diamond materials, to enhance future chip performance, demonstrating Intel's continued dedication to technological innovation.
See More
US Equity Futures Steady as Tech Stocks Rally Back
- Dow Jones Record Close: The Dow Jones Industrial Average set a new record above 50,000, reflecting a strong market recovery after last week's tech sell-off, which may encourage further capital inflows into equities.
- Tech Stock Rally: Technology shares led the charge on Monday, with the Nasdaq Composite rising 0.9%, continuing the momentum from last week’s rebound, indicating a restoration of investor optimism that could further drive market gains.
- Economic Data Focus: Investors are closely watching upcoming retail sales and jobs reports, which will provide critical signals about economic health, especially against the backdrop of recent softening in the labor market that could influence future investment decisions.
- Earnings Season Ahead: Companies like Coca-Cola and Cisco are set to report quarterly earnings, and the market's reaction to these reports will be crucial in shaping stock movements, particularly given the current uncertainty surrounding economic data and corporate profitability expectations.
See More
Software Sector Earnings Reports May Trigger Bounce
- Market Bounce Opportunity: Investor Jay Woods highlights that three earnings reports from the software sector this week could trigger a bounce in the beaten-down market, particularly noting that results from Applovin, Datadog, and Unity Software may serve as positive catalysts.
- ETF Performance Decline: The iShares Expanded Tech-Software Sector ETF (IGV) has experienced a nearly 30% drop from its all-time high late last year, driven by fears of AI disruption, even as the broader bull market continues to thrive.
- Support Level Analysis: Woods indicates that the IGV has major support between $80 and $77, suggesting that a drop below this range would present a significant buying opportunity, reflecting ongoing market confidence in the ETF's long-term prospects.
- Other Earnings Focus: In addition to software companies, Cisco is set to report earnings on Wednesday, with Woods suggesting that a breakout above $85 could signal a new upward trend, attracting more traders to engage with the stock.
See More
Markets Rebound with Strong Tech Stock Performance
- Market Performance Rebound: The S&P 500 rose approximately 0.5%, the Nasdaq increased by 1%, and the Dow Jones Industrial Average held above 50,000, indicating a positive market sentiment and a recovery in investor confidence.
- Strong Tech Stock Recovery: The portfolio's Magnificent Seven stocks, including Alphabet, Microsoft, Nvidia, and Meta, rebounded after recent declines, suggesting renewed confidence in the tech sector that could drive future investment inflows.
- Rising Capital Expenditure Expectations: Bank of America's updated capex tracker revealed a 14% quarter-over-quarter and 66% year-over-year increase in global hyperscale capex to $148 billion in Q4, exceeding expectations by $7 billion, reflecting optimism for future investments.
- Upcoming Earnings Reports: On Semiconductor and Vornado Realty Trust are set to release earnings after the bell, with the market closely watching these reports to assess industry health, while several companies, including Coca-Cola and Spotify, will report before Tuesday's open, further influencing market sentiment.
See More
High-Volume Earnings Reports This Week from Tech and Consumer Sectors
- Earnings Schedule: This week features a high volume of earnings reports from technology, consumer discretionary, and energy sectors, with RIVN stock showing notable movement ahead of its earnings release, indicating investor sentiment.
- Monday.com and Pagaya Reports: On Monday, work management SaaS provider Monday.com and fintech company Pagaya released their earnings before the market opened, with expectations that their results will reflect broader industry trends.
- Coinbase Earnings Expectations: On Thursday, Coinbase is expected to report earnings of 68 cents per share and quarterly revenue of $1.86 billion, despite facing a projected 33% drop in transaction revenue, raising investor interest in its growing stablecoin and subscription services.
- Nebius Group Forecast: Also on Thursday, Nebius Group is projected to report a loss of $1.14 per share and revenue of $246.05 million, with analysts expressing caution, reflecting concerns over cloud service demand in the current market environment.
See More
Intel CEO Discusses Future Growth and Tech Investments
- Surging Market Demand: Intel's server CPU demand is skyrocketing due to the proliferation of AI applications, and although management anticipates a sequential decline in shipments for Q1 due to undersupply, new supply is expected to come online by the end of Q1, driving rapid growth in the data center business.
- Price Increase Strategy: Intel plans to raise server CPU prices by 10% for Chinese customers, which will not only boost revenue but also reflect the company's pricing power and competitiveness, especially against the backdrop of surging AI demand.
- Capacity Improvement and Customer Confidence: By recruiting external suppliers to assist with production, Intel has improved yields by 7% to 8% monthly on its 18A node, enhancing customer confidence in its foundry services and likely attracting more clients for collaboration.
- Ongoing Technology Investments: Despite cost-cutting measures, Intel continues to invest in GPUs and new materials, particularly glass substrates and potentially diamond materials, indicating the company's commitment to innovation while still prioritizing the traditional CPU market's demands.
See More
Intel CEO Discusses Future Growth Opportunities
- Surging Market Demand: Intel's server CPU demand is skyrocketing as AI applications shift from model training to executing everyday tasks, with CEO Tan noting that customer demand is outpacing production capacity, leading to expectations of higher sales volumes and prices in 2026.
- Price Increase Strategy: Intel plans to raise server CPU prices by 10% for Chinese customers, which will help boost revenue in its Data Center and AI (DCAI) segment, despite generating only $16.9 billion in 2025, significantly lower than the $26.1 billion peak in 2020.
- Capacity Improvement Plans: Tan revealed that Intel is improving yields for its 18A node by recruiting outside suppliers, with current yields increasing by 7% to 8% per month, which will enhance customer confidence in Intel's foundry services and attract more external clients.
- Future Technology Investments: Despite streamlining operations through layoffs, Tan committed to ongoing investments in GPUs and novel materials, including glass substrates and diamond materials, to enhance future chip performance, demonstrating Intel's continued dedication to technological innovation.
See More
